Bango Share Discussion Threads

[chimers] 08/1/2018 09:08

Either's fine with me.

[bookbroker] 08/1/2018 09:06

Don’t you mean rug munching tosses!

[bookbroker] 08/1/2018 08:58

This could really tank unless they can provide evidence that the increased run rate in spend will actually in turn generate meaningful revenues, as yet it’s a big NO!

[mad foetus] 08/1/2018 08:37

I can see the logic in using your phone bill as many don't have access to regular banking, particularly in the third world. My real concern is that EUS doesn't seem to be growing as fast as I had hoped and the margin will be under pressure.

[mad foetus] 08/1/2018 08:30

Sold out just now. GLA, there are just one or two things here that mean this isn't right for me.

[lentjes] 08/1/2018 07:54

With H2 actual EUS @ 180m but cash burn at 800k looks like either operational costs have gone up or margin down to 1.2% which as Raymondo states is per market expectations

Impressive H2 although H1 was a little behind the curve

[18bt] 08/1/2018 07:52

Exit EUS exceeded £400m, but by how much - was hoping it would be nearer £450m. SO this is good, but potentially not excellent. Netflix however looks v intersting

[martinthebrave] 08/1/2018 07:46

Trading In-line. EUS for 2017 £271m compared to £132m for 2016 (+105%). Exit EUS run rate at the end of 2017 also more than double 2016.
Netflix Mexico partnership announced - 12 million subscribers. I Hold.

[glawsiain] 08/1/2018 07:43

The only disappointment is that annualised EUS was today stated at over £400m.

But that is the same as stated in August, so I'd hoped for a little higher.

[glawsiain] 08/1/2018 07:41

The interim results stated "Bango saw end user spend (EUS) increase to £92.31m in the six months to the end of June".
Today they say that "total EUS for 2017 was GBP271m "

So the second half EUS was £179m. So, that is nearly a doubling of EUS in H2 versus H1. Is that pure increase or is there an element of seasonality?

That and netflix news makes for a good update

[j777j] 08/1/2018 07:32

Another trial before a potential global rollout?

[amt] 08/1/2018 07:21

No mention of break even or indication of margins but great news about Netflix. That helped Zoo share price when they announced tie up with Netflix so should help BGO.

[primarch1] 08/1/2018 07:19

Very impressive update

[chimers] 08/1/2018 07:17

Strategy Day

On 24 January 2018, the Bango executive team will present an update on the Bango platform strategy, including new products and market opportunities for 2018 and beyond. To register your attendance for this event please email [e-mail].





Bango will announce its Final Results for the twelve months to 31 December 2017 on Tuesday, 13 March 2018.